Paul Holly

Paul is known to have a passion for helping people to achieve their goals. He knows that many people have untapped assets that could be working for them, but who are unsure about how they can make the changes needed to use those assets to further grow their wealth.

They may have equity in a home and excess cash, but wonder if they should focus on paying off their mortgage, invest in shares, buy an investment property, set up an interest offset account – or a combination of all of these. Paul understands how making the right choice can impact the lifestyles of his clients now, and in the future.

He adopts a personalised approach to his financial advisory services. Paul begins by ensuring he has a clear understanding of each client’s current position, clarifying their financial and lifestyle goals, identifying where opportunities lie, and putting in place strategies to achieve those goals.

As well as having practical experience in the accounting and financial advisory areas, Paul is well credentialled. He graduated with a Bachelor of Business, Accounting from Edith Cowan University in 1990, and achieved his CPA, Accounting, from Deakin University in 1997. He furthered his studies at the University of Western Sydney, becoming a qualified Certified Financial Planner, Financial Planning and Services, in 1999.

My advice to anyone who is contemplating retirement, that the time to see Paul and Evolve Wealth Management is well before the event. If we had thought about it a lot earlier we would have been so much better off. I cannot emphasise enough that even those who have yet a number of years to work should see Paul now. It is amazing what he would be able to help put in place as an investment plan that would make retirement a very special and comfortable time for you. I would recommend Paul and Evolve Wealth Management to anyone who is needing Financial Planning assistance because of the highly professional, trustworthy, friendly and caring service that we have constantly received over a decade. Read More.